Protecting Wealth Archives - Finley Wealth Advisors

Category Archives for Protecting Wealth

Investing Behavior

The ABCs of Behavioral Biases – Conclusion

We’ll wrap our series, the ABCs of Behavioral Biases, by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial well-being. We hope we’ve demonstrated

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The ABCs of Behavioral Biases (S–Z)

We’re coming in for a landing on our alphabetic run-down of behavioral biases. Today, we’ll present the final line-up: sunk cost fallacy and tracking error regret. Sunk Cost Fallacy What is it? Sunk

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The ABCs of Behavioral Biases (O–R)

So many financial behavioral biases, so little time! Today, let’s take a few minutes to cover our next batch of biases: overconfidence, pattern recognition, and recency. Overconfidence What is it? No

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The ABCs of Behavioral Biases (H–O)

There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter of the alphabet. Today, we’ll continue with the most significant ones by looking

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ABCs of Behavioral Biases (A–F)

Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll get started by introducing you to four self-inflicted biases that knock a number of investors off-course: anchoring, blind spot, confirmation,

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ABCs of Behavioral Biases – Series Intro

By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. We stay when we should go. We cringe

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Has rising inflation got you down?

Has rising inflation got you down?

Inflation is the rate at which money loses its purchasing power over time. As you might guess, there are many ways to measure such a squishy figure. There are various economic sectors, such as energy,

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When Everything Screams Inflation

When Everything Screams Inflation

After last year’s economic shocks, we shouldn’t be surprised to see prices rebounding. But the potential for inflation is one among many factors investors take into account when agreeing on a price

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

The Federal Reserve has been suggesting rising rates should wane. We hope they’re right. But we also know the future remains uncharted. Nearly any outcome is possible, and none is inevitable. This means

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Recent headlines have been reporting a noticeable uptick in inflation. Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer

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Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The prediction game may be a losing one for many investors, and each year there are published reports that highlight the difficulties conventional managers face.

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Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these

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Models, Uncertainty, and the Importance of Trust

Models are approximations of the world. They are simplifications of reality. Models can be useful for gaining insights that help us make good decisions. But they can also be dangerous if someone is overconfident

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